Ideas to grow your business.
October 23, 2025
583 Park Avenue
New York City
Diamond Sponsor
This is a people business
Events are all about reconnecting with old friends, celebrating milestones, and making new friends. People in this business have shared histories that rest against a backdrop of an industry that has changed more in the last fifteen years than it had in the previous 70. All that change makes it important to hold on to the personal relationships that have always underpinned the business.
What hasn't changed much is what it takes to succeed. With the many different platforms, models, team sizes and firms, learning from colleagues is the best part of this industry. I look forward to getting to know you, and learning new insights from you.
Tony Sirianni
CEO + Publisher, AdvisorHub
Ideas for growth.
Join some of the best minds in wealth management for a full day of great ideas on improving your practice –including sessions on technology and platforms, M+A, organic growth, team building, A.I., valuations, and investment strategies.
Why Attend?
The Advisors to Watch Summit is a different type of event. Our agenda features valuable insights from fellow advisors on practice management and insights on innovations in wealth management from industry leaders. We’ve created time and space for conversations with your peers, all in a fun atmosphere. This is a chance to take a step back from your hectic schedule to think strategically about your business and plan for growth.
Who is Attending?
$852m
AVERAGE AUM
80%
INDEPENDENT/RIA
21
AVG YEARS EXPERIENCE
251
TEAMS WITH $1B+ AUM
Autumn in New York.
October is the perfect time to visit New York—not only to grow your business, connect with other advisors, and catch up on the latest trends in wealth management, but also to take an extra day to recharge and reset as you begin planning for 2026.
Keynote Speaker
Phil Simms
Hear colorful insights on a four-plus decade career from Phil Simms, longtime New York Giants quarterback, won two Super Bowls and earned MVP honors in 1987. A Pro Bowler and record-holder, he later became CBS’s lead NFL analyst, calling eight Super Bowls. Simms also worked with NBC, covered Olympic weightlifting, co-hosted radio shows, and authored a New York Times bestseller.
Agenda
October 23, 2025
583 Park Avenue
New York City
Eligible for 2.0 CE credits
| 1:15pm | An Entrepreneurs Journey: How to Invest in the RIA Wave, Leon as direct owners, operators, and investors
Fernando De Leon, Founder + CEO, Leon Capital Group Tony Sirianni, Publisher + CEO, AdvisorHub | 1:30 | Practice Management Spotlight Scott Danner, EVP and Head of Legacy, Steward Partners 1:45 | Investing in Alts from a Manager's Perspective | Matt Krugman, Managing Director, Client Advisory, Prospect Capital 2:00 | Annuities Evolution: How RIAs are Benefitting from Changes in Annuities
Security Benefit | Mike Reidy, Senior Vice President + National Sales Manager of the RIA Channel, Security Benefit David Lau, Founder + CEO, DPL Financial Partners | 2:20 | Taking Advantage of Volatile Markets Paul Dietrich, Chief Investment Strategist, Wedbush Securities Chris Mone, EVP + Head of Wealth Management, Wedbush Securities 2:35 | Break
| 2:55 | Practice Management Spotlight | LPL Financial 3:15 | Panel: The Firm of the Future | Moderator: Gregory Banasz, CMO, Steward PartnersChris Reedy, Managing Director + Head of Business Development, Schwab Advisor ServicesScott McCaffrey, Managing Director, Momentum Independent NetworkJoel Burris, President + CEO, GCG Wealth Management 3:55 | Investment Spotlight | Cullen Rogers, Chief Investment Officer, Wedbush Funds 4:10 | Strategic Blueprint for RIAs: Driving Growth and Building a Future-Ready Advisor Team | Bill Dalton, Head of RIA Custody Sales, Goldman Sachs Jim Dickson, Founding Partner + CEO of Elevation Point 4:30 | Lessons from the Gridiron | Phil Simms, Super Bowl MVP, NFL Legend 5:00 | Cocktail Reception and Awards Presentations
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| 7:30am | Registration Opens | ||||||
| 7:50 | Women Advisors Discussion & Networking Breakfast | ||||||
| 8:30 | Opening Remarks: The Future of Advice Tony Sirianni, Publisher + CEO, AdvisorHub | ||||||
| 8:40 | Tech Revolution: Risks and Opportunities in Wealth Management
Ron Kruszewski, Chairman + CEO, Stifel | ||||||
| 9:00 | Building and Managing High Achieving Teams
Jim Mellin, President, Advice and Wealth Management, Equitable Advisors | ||||||
| 9:15 | Innovation and AI Integration with Invesco QQQ Ryan McCormack, Senior Director, Factor & QQQ Equity Product Strategy, Invesco QQQ | ||||||
| 9:45 | Building Enterprise Value Fred Rose, Head of Wealth Management Banking & Lending, RBC Wealth Management | ||||||
| 10:15 | Advisor X Factors Adam Malamed, CEO, Sanctuary Wealth Management | ||||||
| 10:30 | Break | ||||||
| 10:50 | An Investor’s Guide to Precious Metals and Critical Materials
Ed Coyne, Senior Managing Partner, Global Sales, Sprott Asset Management 11:05 | Passing the Torch: Strategies for Succession, Acquisition and Advisor Development | Brian J. Mora, SVP – Head of Experienced Advisor Recruiting, Ameriprise 11:35 | Panel: Lessons from a Record-Breaking Year in M+A | John Langston, CEO, Republic Capital GroupStan Gregor, Chairman + CEO, Summit FinancialTim Bello, Co-Founder + Managing Partner, Merchant Investment Management 12:15pm | Lunch
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The Venue
583 Park Ave was built in 1923 and designed by the renowned architectural firm of Delano & Aldrich, cementing itself as a cultural landmark reminiscent of a bygone era. The recently restored building features a grand pre-function space, ballroom, and balconies, making it the most talked about event space in New York City.
Accommodations
AdvisorHub has a room block at the nearby Loews Regency at a preferred rate for attendees. This luxury hotel seamlessly blends its iconic Art Deco design with modern sensibilities, craftily merging form and function to complement over 60 years of service expertise. Supply is limited and offered on a first-come basis.
The rate ends October 1, 2025.
“Hearing from other successful advisors is invaluable.”
TODD HOFFMAN | Steward Partners
“I took several pages of notes… more than at other events.”
KYLE QUINN | Mariner
“It’s great to hear how others hit the billion dollar mark.”
LISA MARCELLI | B. Riley
Speakers
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Gregory Banasz
CHIEF MARKETING OFFICER
Steward Partners -
Tim Bello
CO-FOUNDER + MANAGING DIRECTOR
Merchant Investment Management -
Joel Burris
PRESIDENT & CEO
GCG Wealth Management -
Ed Coyne
SENIOR MANAGING PARTNER,
GLOBAL SALES
Sprott Asset Management -
Scott Danner
EXECUTIVE VP + HEAD OF LEGACY
Steward Partners -
Fernando De Leon
FOUNDER + CEO
Leon Capital Group -
Paul Dietrich
CHIEF INVESTMENT STRATEGIST
Wedbush -
Stan Gregor
CHAIRMAN + CEO
Summit Financial -
Matt Krugman
MANAGING DIRECTOR + HEAD OF U.S. DISTRIBUTION
Prospect Capital -
Ron Kruszewski
CHAIRMAN + CEO
Stifel -
John Langston
CEO
Republic Capital Group -
David Lau
FOUNDER + CEO
DPL Financial Partners -
Scott McCaffrey
MANAGING DIRECTOR
Momentum Independent Network -
Ryan McCormack
SENIOR DIRECTOR, FACTOR &
QQQ EQUITY PRODUCT STRATEGY
Invesco QQQ -
Jim Mellin
PRESIDENT,
ADVICE & WEALTH MANAGMENT
Equitable Advisors -
Chris Mone
EXECUTIVE VP + HEAD OF
WEALTH MANAGEMENT
Wedbush -
Brian Mora
SVP + HEAD OF EXPERIENCED ADVISOR RECRUITING
Ameriprise Financial -
Mike Reidy
SVP + NATIONAL SALES
MANAGER OF THE RIA CHANNEL
Security Benefit -
Chris Reedy
MANAGING DIRECTOR + HEAD OF BUSINESS DEVELOPMENT
Schwab Advisor Services -
Cullen Rogers
CHIEF INVESTMENT OFFICER
Wedbush Funds -
Fred Rose
HEAD OF WEALTH MANAGEMENT
BANKING & LENDING
RBC Wealth Management -
Phil Simms
SUPER BOWL MVP
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Tony Sirianni
CEO + PUBLISHER
AdvisorHub
DIAMOND SPONSOR
PLATINUM SPONSORS
GOLD SPONSORS
SILVER SPONSORS
RECEPTION SPONSOR
FAQs
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No, all advisors are invited to attend, although due to extremely limited space, ranked advisors and advisors from sponsoring firms will have preference.
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Due to extremely limited space, only principal advisors will be allowed to attend.
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The fee to attend to the public is $299. Sponsoring firms will receive a discount.
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Our annual ranking is open to all advisors (contingent on approval of their compliance teams). The nomination window will be open from Jan-Mar. Please contact us to receive notifications and updates.
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Cancellations before Sept 23 will incur a 25% cancellation fee. No refunds will be offered after October 1.